Chemours Reports Strong Q4 Sales of $1.3 Billion

Specialty chemicals company sees record performance in Thermal & Specialized Solutions segment despite cyclical pressures in other divisions.

Published on Feb. 23, 2026

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Chemours, a leading specialty chemicals company, reported fourth quarter 2025 net sales of $1.3 billion, slightly down from the prior-year quarter but driven by strong performance in its Thermal & Specialized Solutions (TSS) segment, particularly its Opteon™ Refrigerants business. While the company faced softer demand and lower cost absorption in its Titanium Technologies (TT) and Advanced Performance Materials (APM) divisions, Chemours prioritized cash generation, resulting in robust free cash flow in the quarter.

Why it matters

Chemours' fourth quarter results highlight the company's ability to navigate challenging macroeconomic conditions by leveraging the strength of its high-growth TSS segment, which includes its Opteon™ refrigerants business that is benefiting from regulatory-driven transitions. The company's focus on cash generation and balance sheet improvement through strategic actions like the sale of its former Kuan Yin TiO₂ site will support its long-term growth and profitability.

The details

For the full year 2025, Chemours reported net sales of $5.8 billion, flat year-over-year, with TSS delivering record annual sales and Opteon™ Refrigerants growing 56%. Adjusted EBITDA totaled $128 million in Q4 and $742 million for the full year, with lower absorption in TT and APM partially offset by pricing and volume strength in TSS. Free cash flow reached $92 million in Q4, with 72% conversion, and improved more than $1 billion year over year.

  • Chemours reported fourth quarter and full year 2025 earnings on February 23, 2026.
  • In January 2026, the company announced the sale of its former Kuan Yin TiO₂ site, expected to generate approximately $300 million in net proceeds.

The players

Chemours

A leading specialty chemicals company that produces a range of products, including refrigerants, titanium technologies, and advanced performance materials.

Denise Dignam

The CEO of Chemours, who commented on the company's fourth quarter and full-year 2025 results.

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What they’re saying

“Our fourth quarter results delivered robust cash flow and met our revenue expectations, highlighted by continued momentum in Opteon™ Refrigerants and a record year for TSS. While short term cyclical headwinds in APM impacted results, we prioritized cash generation, which drove strong free cash flow in the quarter.”

— Denise Dignam, CEO (Chemours)

What’s next

The company has established 2026 guidance calling for 3–5% net sales growth, $800–$900 million in adjusted EBITDA, and free cash flow conversion above 25%. The sale of its former Kuan Yin TiO₂ site is expected to generate approximately $300 million in net proceeds, supporting debt reduction and balance sheet improvement.

The takeaway

Chemours' ability to navigate challenging market conditions by leveraging the strength of its high-growth Thermal & Specialized Solutions segment, while prioritizing cash generation and balance sheet improvement, positions the company for long-term success despite near-term cyclical pressures in other divisions.